Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Lech-loubet is a financial advisor at UBS Financial Services Inc. Margaret has been in the financial industry since 1991. She specializes in portfolio management for businesses, individuals and investment companies. Margaret is also registered to provide financial planning and pension consulting. Margaret has worked for several other firms in the past including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and NationsBanc Montgomery Securities LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
07/28/2011 - Present
UBS Financial Services Inc. (BEVERLY HILLS CA)
CA
10/23/2009 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
04/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
NY
10/01/1998 - 04/12/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
03/11/1996 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
06/02/1992 - 03/11/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
10/28/1991 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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